Big lesson from this week’s earnings: AI buildout is not a zero-sum game
This week’s impressive earnings results showed that the AI buildout is not a zero-sum game: both hardware and…
Next week will show just how sustainable the AI trade is
Tech came back in a big way this week, but whether artificial intelligence can sustain its advance —…
Cadence is a chip stock left behind by the AI boom. Why the CEO says that’s a mistake
Cadence Design Systems President and CEO Anirudh Devgan said Tuesday AI is a growth driver for the chip-design…
Cramer: 2 cybersecurity stocks can keep climbing as AI threats grow
CNBC’s Jim Cramer said Monday investors shouldn’t be scared away from cybersecurity stocks that have already rallied. Cybersecurity…
AI agent hacks to lead to cybersecurity spending boom
Hirun | Istock | Getty Images A string of recent AI hacking incidents has pushed cybersecurity to the…
Cyber execs on the AI Hugging Face hack: The situation is ‘urgent’
Omer Taha Cetin | Anadolu | Getty Images Cybersecurity executives are ready to close the book on the…
The Situational Awareness unwind is only one reason the AI trade is back
It was a clearing event after all. It’s been just over a week since the forced unwind of…
OpenAI’s Hugging Face hack confirmed months of AI cyber warnings
For months, cybersecurity leaders warned that artificial intelligence would reshape the threat landscape, compressing weeks- and dayslong cyberattacks…
Microsoft touts cost-saving AI model for cybersecurity
Microsoft CEO Satya Nadella speaks at the Microsoft AI Tour at TikTok Entertainment Centre in Sydney on April…
Palo Alto, CrowdStrike wrap best quarter ever as AI bolsters demand
Palo Alto Networks and Crowdstrike signage. Stanislav Kogiku | SOPA Images | LightRocket | Chris Jung | Nurphoto…
Stocks making the biggest moves premarket: MU, ZS, MGM, BBWI
Check out the companies making the biggest moves premarket: Zscaler — Shares tumbled more than 23% after the…
The case for owning cybersecurity stocks in the age of AI just got stronger
The case for owning cybersecurity stocks in the age of artificial intelligence just got stronger after new evidence…